Investment Q&A

• iShares S&P/TSX Capped Consumer Staples Index ETF (XST $59.97)
  • $59.97 P/E (TTM): 13.48X Cap: $320M
  • View XST Profile
  • View Questions on XST
• Vanguard Consumer Staples ETF (VDC $219.45)
  • $219.45 P/E (TTM): 41.99X Cap: $7.57B
  • View VDC Profile
  • View Questions on VDC

Q: Hello 5i,
I am holding 293 shares of XSTbought at $52.53 and up over $2000. Should I sell and buy VDC. I am 72 and use the portfolio for dividends and some growth.
thank you
Stanley

Upvote 0

Read Answer Asked by STANLEY on April 24, 2019

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $59.70)
  • $59.70 P/E (TTM): 100.32X Cap: $3.90B
  • View XQQ Profile
  • View Questions on XQQ
• Global X Nasdaq-100 Index Corporate Class ETF (HXQ $95.73)
  • $95.73 P/E (TTM): 30.04X Cap: $1.19B
  • View HXQ Profile
  • View Questions on HXQ

Q: Hi there,

I've heard a about a new government regulation effecting swapped based ETFs. Does this new regulation effect HXQ and if so, would would be a good alternative to HXQ?

Thanks!

Upvote 0

Read Answer Asked by Michael on April 24, 2019

• Global X S&P/TSX 60 Index Corporate Class ETF (HXT $76.74)
  • $76.74 Cap: $4.49B
  • View HXT Profile
  • View Questions on HXT

Q: With the recent budget news on taxation of this ETF. Do you know how the distributions will be taxed? Capital gains or dividends?

Upvote 0

Read Answer Asked by Joe on April 24, 2019

Q: My portfolio analysis indicates I'm underweight in Communications, Healthcare and Utilities; as well as underweight in US and International allocations. Can you recommend US and International stocks and ETF's in these areas.
Thanks,
Camille

Upvote 0

Read Answer Asked by Camille on April 24, 2019

Q: This is Horizon's New ETF Fund of U S A Marijauna Companies. Due to potential size of U S Market should one own these shares ? RAK

Upvote 0

Read Answer Asked by bob on April 24, 2019

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $80.38)
  • $80.38 P/E (TTM): 1.29X Cap: $675M
  • View XIT Profile
  • View Questions on XIT

Q: Hi
Based on the Portfolio Analytics program I am now above or below a regional exposure (Canada, USA & International within 1%. I was low on tech suggested percentage big time.
I sold my less than 1% holdings, would XIT be a good holding this would cover my Canadian holdings and increase my Tech holdings.
Based on my age I do not want to own stocks any longer and have several under 1% holdings.
You thoughts please

Mike

Upvote 0

Read Answer Asked by Mike on April 24, 2019

• iShares MSCI India Small-Cap ETF (SMIN $73.67)
  • $73.67 P/E (TTM): 19.1X Cap: $920M
  • View SMIN Profile
  • View Questions on SMIN
• Invesco China Technology ETF (CQQQ $54.69)
  • $54.69 P/E (TTM): 63.35X Cap: $1.65B
  • View CQQQ Profile
  • View Questions on CQQQ

Q: Can you give me growth etfs. One for China and one for India. Suitable for a TFSA.
Thanks. Chris

Upvote 0

Read Answer Asked by chris on April 23, 2019

• Global X S&P 500 Index Corporate Class ETF (HXS $93.91)
  • $93.91 Cap: $4.83B
  • View HXS Profile
  • View Questions on HXS
• Vanguard S&P 500 Index ETF (VFV $162.02)
  • $162.02 P/E (TTM): 82.03X Cap: $25.28B
  • View VFV Profile
  • View Questions on VFV

Q: Is this a a good play to the US market in a TFSA. Thanks

Upvote 0

Read Answer Asked by David on April 23, 2019

Q: Thank you for recommending AOK for my RRSP USD. Do you have a similar USD recommendation with more international exposure that has similar investment goals? Thanks. Peter

Upvote 0

Read Answer Asked by Peter on April 23, 2019

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $80.38)
  • $80.38 P/E (TTM): 1.29X Cap: $675M
  • View XIT Profile
  • View Questions on XIT

Q: On February 14th, you suggested that Derek buy the top 5 tech stocks in XIT. With XIT up almost 30% YTD I suspect the top 5 did very well indeed. Would it still be a good investment (top 5) given the large run-up? I looked at the top 5 and spidey sense says yes, but I value your thoughts much more. Thoughts please?

Upvote 0

Read Answer Asked by Danny-boy on April 23, 2019

• Vanguard Total International Stock (VXUS $73.09)
  • $73.09 P/E (TTM): 1.35X Cap: $97.90B
  • View VXUS Profile
  • View Questions on VXUS

Q: If one wanted to simplify their international equity holdings (I.e. ROW outside North America), would VXUS be your choice or is there a better option you might suggest? Alternatively, would it be better to use two or three different Int’l ETF’s to accomplish the same? If so, what might be some suggestions?

Upvote 0

Read Answer Asked by Tony on April 23, 2019

Q: My wife currently holds two BMO Equity Growth ETFs, series A and T6. According to their info sheet, it states they have management fees of about 1.4 % and MER of 1.71%. Are both those fees payable, or is the mgmt fee included in the MER
Thanks

Upvote 0

Read Answer Asked by steve on April 23, 2019

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.58)
  • $13.58 P/E (TTM): 23.81X Cap: $1.05B
  • View CPD Profile
  • View Questions on CPD
• Global X Active Preferred Share ETF (HPR $10.15)
  • $10.15 P/E (TTM): 8.17X Cap: $949M
  • View HPR Profile
  • View Questions on HPR
• Horizons Active Preferred Share ETF (HPR.A $9.29)
  • View HPR.A Profile
  • View Questions on HPR.A

Q: Preferreds declined in Nov-Dec and haven't come back. With interest rate peaking or flattening, is there any chance CPD or HPR will come back?

Upvote 0

Read Answer Asked by John on April 23, 2019

• Vanguard Industrials ETF (VIS $290.92)
  • $290.92 P/E (TTM): 23.43X Cap: $5.85B
  • View VIS Profile
  • View Questions on VIS

Q: I like both of these stocks but would ask would you recommend them an industrial etf .. if so which U.S. etf would you prefer. What on your thoughts on a Canadian industrial etf versus a u.s.. thank you. HON, UTX

Upvote 0

Read Answer Asked by Maureen on April 23, 2019

• Vanguard Total International Stock (VXUS $73.09)
  • $73.09 P/E (TTM): 1.35X Cap: $97.90B
  • View VXUS Profile
  • View Questions on VXUS
• Mackenzie Portfolio Completion ETF (MPCF $19.00)
  • View MPCF Profile
  • View Questions on MPCF
• iShares Core MSCI Global Quality Dividend Index ETF (CAD-Hedged) (XDGH $28.29)
  • $28.29 P/E (TTM): 1.08X Cap: $103M
  • View XDGH Profile
  • View Questions on XDGH

Q: Good day 5i and happy Easter to all.my current allocation to global equity is 25%of which 7% is mpcf and 18% xdg..I am retired with a divided and growth profile.do you like mpcf as a so called way to have an alternative weight to portfolio or as I am considering dropping it in favour of more yield and add to xdg? And also do you think xdg offers good value at 21$ or would you wait for a pull back? Your input geatly appreciated.tks Larry

Upvote 0

Read Answer Asked by Larry on April 23, 2019

• BMO Equal Weight US Banks Index ETF (ZBK $40.55)
  • $40.55 P/E (TTM): 12.21X Cap: $834M
  • View ZBK Profile
  • View Questions on ZBK
• iShares MSCI Min Vol USA Index ETF (XMU $87.90)
  • $87.90 P/E (TTM): 77.33X Cap: $382M
  • View XMU Profile
  • View Questions on XMU

Q: The tax treatment of these ETFs (and typical of others) is difficult to determine. Dividends are withheld from these ETFs but are applied to the book value of the stock. We still pay for the dividend as income (with tax credits) but when the stock is sold, the capital gains are reduced by the amount added to the book value. Capital gains are taxed at 50%. Does it matter if we hold these in a RRIF or personal account? I'm retired and total dividend income is below $50k.

Upvote 0

Read Answer Asked by Greg on April 22, 2019

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: My Portfolio Tracker is suggesting I move my Fixed Income allocation from 15% to 25% and my Geography from 17% International to 35% International. Given current market conditions which is most important to focus on first. Fixed Income or Geography?

My Fixed income ETF's are as follows:
CPD, VAB, XHY, and CBO.

Thanks.

Upvote 0

Read Answer Asked by Mauro on April 22, 2019

• iShares MSCI Europe IMI Index ETF (CAD-Hedged) (XEH $35.50)
  • $35.50 P/E (TTM): 32.43X Cap: $257M
  • View XEH Profile
  • View Questions on XEH
• Xtrackers MSCI Europe Hedged Equity ETF (DBEU $45.54)
  • $45.54 P/E (TTM): 35.79X Cap: $698M
  • View DBEU Profile
  • View Questions on DBEU

Q: Could I have your evaluation of this ETF. Could I load up to 5%?
Thank's

Upvote 0

Read Answer Asked by Ronald on April 22, 2019

• Invesco S&P 500 Low Volatility ETF (SPLV $73.35)
  • $73.35 P/E (TTM): 25.02X Cap: $7.88B
  • View SPLV Profile
  • View Questions on SPLV
• Vanguard Global Value Factor ETF (VVL $59.73)
  • $59.73 P/E (TTM): 12.06X Cap: $499M
  • View VVL Profile
  • View Questions on VVL
• iShares MSCI USA Momentum Factor ETF (MTUM $253.52)
  • $253.52 P/E (TTM): 89.99X Cap: $18.82B
  • View MTUM Profile
  • View Questions on MTUM
• Schwab US Dividend Equity ETF (SCHD $27.48)
  • $27.48 P/E (TTM): 46.94X Cap: $71.56B
  • View SCHD Profile
  • View Questions on SCHD

Q: Are there ETF's out there that employ both Active and Passive investing under one roof, or do I have to buy one active and one passive to create my allocation to both strategies ?

Upvote 0

Read Answer Asked by darcy on April 22, 2019

• iShares Core Balanced ETF Portfolio (XBAL $32.74)
  • $32.74 P/E (TTM): 2.67X Cap: $2.19B
  • View XBAL Profile
  • View Questions on XBAL

Q: Please give me your opinion on this ETA .

Upvote 0

Read Answer Asked by Scott on April 22, 2019